人工智能应用创新成果发布会举办，华为加速推进具身智能

Investment Rating - The industry investment rating is "Outperform the Market" (maintained rating) [2] Core Viewpoints - The successful holding of the "AI Towards the Future" artificial intelligence application innovation achievement conference marks the operational launch of Huawei's Global Embodied Intelligence Industry Innovation Center in Shenzhen [1] - The center aims to accelerate the development of embodied intelligence, with Huawei having established a cooperative ecosystem with over 100 enterprises in the field of embodied intelligence and robotics [1] - The humanoid robot market in China is projected to reach 2.158 billion yuan in 2024 and nearly 38 billion yuan by 2030, with a compound annual growth rate exceeding 61% from 2024 to 2030 [1] Summary by Relevant Sections Industry Overview - The humanoid robot market is expected to see significant growth, with sales projected to increase from approximately 4,000 units to 271,200 units by 2030 [1] Key Recommendations - Suggested companies to focus on include: 1) Sensors: Amperelong, Keli Sensor, Hanwei Technology, Huayi Technology, Donghua Testing [1] 2) Suppliers: Sanhua Intelligent Control, Top Group [1] 3) Dexterous Hands: Zhaowei Electromechanical, Mingzhi Electric [1] 4) Motors: Boke Co., Weichuang Electric, Jiangsu Leili [1] 5) Lead Screws: Best, Beite Technology, Dingzhi Technology, Xinjian Transmission [1] 6) Reducers: Shuanghuan Transmission, Green Harmonic, Zhongdali De [1] 7) Machine Vision: Sunny Optical, Obit Light, Aopt, Lingyun Light [1]